Sage Mountain Advisors’s Shell SHEL Stock Holding History

Sage Mountain Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$586K	Sell
2025 Q1	$638K	Buy
2024 Q4	$542K	Sell
2024 Q3	$792K	Buy
2024 Q2	$504K	Buy
2024 Q1	$427K	Buy
2023 Q4	$416K	Sell
2023 Q3	$416K	Buy
2023 Q2	$383K	Buy
2023 Q1	$362K	Buy